Civic Intelligence

Pearson Edith King T-W

990 • Fiscal year 2024 • EIN 42-6069932

Apr 01, 2023 to Mar 31, 2024 • Filed on Jul 29, 2024

Organization ProfileN/A
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(800) 352-3705

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-87%

Higher net margin than 3% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$38,766

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 43.0% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

25th percentile

-3.7%

Faster asset growth than 25% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

469%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$2,066,138

Down $79,635 (-3.7%) from 2023

Net Assets

Down

$2,066,138

Down $79,635 (-3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin3rd percentile

Revenue

Up

$90,248

Up $74,384 (+469%) from 2023

Expenses

Up

$169,186

Up $44,575 (+36%) from 2023

Net Income

Up

-$78,938

Up $29,809 (+27%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2012: $1,952,684Liabilities 2012: $02012Assets 2013: $1,904,142Liabilities 2013: $02013Assets 2014: $1,795,195Liabilities 2014: $02014Assets 2015: $1,777,871Liabilities 2015: $02015Assets 2016: $2,220,044Liabilities 2016: $02016Assets 2019: $2,178,583Liabilities 2019: $0Net Assets 2019: $2,178,5832019Assets 2020: $2,207,502Liabilities 2020: $0Net Assets 2020: $2,207,5022020Assets 2021: $2,204,169Liabilities 2021: $0Net Assets 2021: $2,204,1692021Assets 2022: $2,254,616Liabilities 2022: $0Net Assets 2022: $2,254,6162022Assets 2023: $2,145,773Liabilities 2023: $0Net Assets 2023: $2,145,7732023Assets 2024: $2,066,138Liabilities 2024: $0Net Assets 2024: $2,066,1382024Assets 2025: $2,008,887Liabilities 2025: $0Net Assets 2025: $2,008,8872025

Highlighted filing

2024

Assets$2,066,138
Liabilities$0
Net Assets$2,066,138
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2012: $83,292Expenses 2012: $122,823Net Income 2012: -$39,5312012Revenue 2013: $79,831Expenses 2013: $123,253Net Income 2013: -$43,4222013Revenue 2014: $16,106Expenses 2014: $125,800Net Income 2014: -$109,6942014Revenue 2015: $123,856Expenses 2015: $139,136Net Income 2015: -$15,2802015Revenue 2016: $583,460Expenses 2016: $140,332Net Income 2016: $443,1282016Revenue 2019: $95,558Expenses 2019: $145,074Net Income 2019: -$49,5162019Revenue 2020: $167,870Expenses 2020: $140,144Net Income 2020: $27,7262020Revenue 2021: $131,944Expenses 2021: $135,421Net Income 2021: -$3,4772021Revenue 2022: $191,993Expenses 2022: $141,905Net Income 2022: $50,0882022Revenue 2023: $15,864Expenses 2023: $124,611Net Income 2023: -$108,7472023Revenue 2024: $90,248Expenses 2024: $169,186Net Income 2024: -$78,9382024Revenue 2025: $90,223Expenses 2025: $146,434Net Income 2025: -$56,2112025

Highlighted filing

2024

Revenue$90,248
Expenses$169,186
Net Income-$78,938
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jul 29, 2024
Return Version
2023v5.1
Gross Receipts
$479,441
Mission and Program Overview

Mission

To benefit the university of iowa carver college of medicine

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,145,773$2,066,138▼ $79,635
Investments in Publicly Traded Securities$2,076,210$2,010,586▼ $65,624
Savings and Temporary Cash Investments$69,563$54,707▼ $14,856
Cash and Non-Interest-Bearing Accounts-$845-
Total Assets$2,145,773$2,066,138▼ $79,635
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,145,773$2,066,138▼ $79,635
Total Liabilities and Net Assets / Fund Balance$2,145,773$2,066,138▼ $79,635
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleBaseTotal
Wells Fargo Bank N aCo-trustee$38,766$38,766

Board Members and Trustees

NameTitle
Susan KlattCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$90,248
Other Revenue
$0
Change in Net Assets
$-78,938
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$122,725
Salaries, Compensation, and Employee Benefits$38,766
Other Expenses$7,695
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$122,725--$122,725
Current Officers, Directors, Trustees, and Key Employees$3,877$34,889-$38,766
Fees for Services Legal$5,859--$5,859
Fees for Services Accounting$1,080--$1,080
Other Expenses$75$681-$75
Total Functional Expenses$133,616$35,570$0$169,186
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of IowaIowa City, IA501(c)(3)General Operating for Carver College of Medicine$122,725
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“The organization's supported organization had a significant voice given that the co-trustee is an officer of the university of iowa, the supported organization. By virtue of being a co-trustee susan klatt, an officer of the university of iowa, as co-trustee, has a significant voice in all aspects of the trust, including but not limited to, timing of grants, manner of making grants, investments and in otherwise directing the use of income or assets of the trust.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7A

“The university of iowa appoints a trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“The university of iowa appoints a trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“NO COMMITTEES”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Trustee receives and reviews the form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Organization complies with the same policy and enforcement as its trustee, wells fargo bank, n.a.”

Form 990, Page 6, Part VI, Line 19

“These documents are not made available to the public”

Filing and Contact Details

Filer

Filer Name
Pearson Edith King Tw
EIN
42-6069932
Phone
8003523705
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2024-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wells Fargo Bank N a
Formed
1964
Legal Domicile
Ia
Voting Board Members
2
Independent Board Members
1
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adjustment: $(690); tax lot basis adj: (7)”

Raw XML AppendixShowing 400 of 423 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GainOrLossGrp/SecuritiesAmt026227
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt0122725
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0122725
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0415420
IRS990/GrossReceiptsAmt0479441
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt064021
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt064021
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02076210
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0389193
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO BENEFIT THE UNIVERSITY OF IOWA CARVER COLLEGE OF MEDICINE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02145773
IRS990/NetAssetsOrFundBalancesEOYAmt02066138
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt026227
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt026227
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-697
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX PAID
IRS990/OtherExpensesGrp/Desc1COURT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0681
IRS990/OtherExpensesGrp/ProgramServicesAmt075
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FEDERAL TAX REFUND
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
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IRS990/PYExcessBenefitTransInd0false
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IRS990/ReconcilationRevenueExpnssAmt0-78938
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt069563
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IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt065770
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST WAS FORMED IN 1964 UNDER THE WILL OF EDITH KING PEARSON FOR THE PURPOSE OF THE UNIVERSITY OF IOWA, A PUBLIC CHARITY UNDER SECTION 509(A)(1). THE TRUSTEE HAS MAINTAINED A HISTORIC AND CONTINUING RELATIONSHIP WITH THE CHARITABLE BENEFICIARY SINCE THE TRUST'S INCEPTION AND IS RESPONSIVE TO THE NEEDS OF THE CHARITABLE BENEFICIARY. THE TRUST WAS CREATED PRIOR TO NOVEMBER 20,1970.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ALL OF THE UNEXPIRED INTERESTS ARE DEVOTED TO CHARITABLE PURPOSES. THE TRUST HAS NOT RECEIVED ANY CONTRIBUTIONS SINCE CREATION AND IS REQUIRED BY ITS GOVERNING INSTRUMENT TO DISTRIBUTE ALL NET INCOME TO THE NAMED CHARITABLE BENEFICIARY. THE TRUSTEE DOES NOT HAVE DISCRETION TO VARY THE CHARITABLE BENEFICIARY OR AMOUNTS PAID.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part V, Line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part V, Line 1 (cont)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S SUPPORTED ORGANIZATION HAD A SIGNIFICANT VOICE GIVEN THAT THE CO-TRUSTEE IS AN OFFICER OF THE UNIVERSITY OF IOWA, THE SUPPORTED ORGANIZATION. BY VIRTUE OF BEING A CO-TRUSTEE SUSAN KLATT, AN OFFICER OF THE UNIVERSITY OF IOWA, AS CO-TRUSTEE, HAS A SIGNIFICANT VOICE IN ALL ASPECTS OF THE TRUST, INCLUDING BUT NOT LIMITED TO, TIMING OF GRANTS, MANNER OF MAKING GRANTS, INVESTMENTS AND IN OTHERWISE DIRECTING THE USE OF INCOME OR ASSETS OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE UNIVERSITY OF IOWA APPOINTS A TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE UNIVERSITY OF IOWA APPOINTS A TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUSTEE RECEIVES AND REVIEWS THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ORGANIZATION COMPLIES WITH THE SAME POLICY AND ENFORCEMENT AS ITS TRUSTEE, WELLS FARGO BANK, N.A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MUTUAL FUND TIMING ADJUSTMENT: $(690); TAX LOT BASIS ADJ: (7)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0IOWA CITY
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IRS990/UponRequestInd0X
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08003523705
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEARSON EDITH KING TW

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,066,138
Liabilities
$0
Net assets
$2,066,138
Revenue
$90,248
Expenses
$169,186
Net income
-$78,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.09$0.15$0.06
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.09$0.17$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.02$0.12$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.19$0.14$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.13$0.14$0.00
2020Summary only. Only limited summary data is available for this year.$2.21$0.00$2.21$0.17$0.14$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.10$0.15$0.05
2016Summary only. Only limited summary data is available for this year.$2.22$0.00$0.58$0.14$0.44
2015Summary only. Only limited summary data is available for this year.$1.78$0.00$0.12$0.14$0.02
2014Summary only. Only limited summary data is available for this year.$1.80$0.00$0.02$0.13$0.11
2013Summary only. Only limited summary data is available for this year.$1.90$0.00$0.08$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$1.95$0.00$0.08$0.12$0.04